interesting interview, schmitti! so this is with Jordan Roberts,...

interesting interview, schmitti! so this is with Jordan Roberts, Senior Analyst Battery Raw Materials, Fastmarkets https://www.fastmarkets.com/about-us/people/jordan-roberts/

Some highlights:
- positive short-term sentiment: "we still expect a strong Li price in Q2 2024" (around 17,500 US$) 4:48min and 50:46 min
- Chinese lepidolite not economical below 14,000 US$ Li price 10:53 min
- Chinese lepidolite producers already struggle (and look for other type of mining etc.) 12:23 min
- we need more transparent markets - if Li prices do not rise new projects will not be developed 32:40 min
- Long-term Li price estimate: 25,000 to 30,000 US$ 36:42 min
- Argentina (and Africa) the global standouts for growth 44:57 min
- Expects the projects in development in Argentina to continue to successfully ramp up in the next years 44:38 min
- What price can GLN get for its Li chloride in China: Li chloride price/market very opaque - maybe around 70% of the carbonate price 45:45 min (btw: Phase 2 DFS GLN used 79% of the Li carbonate price)